"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
…
continue reading
Pendamba Syurga, Bermanfaat di Dunia
…
continue reading
"If you wait for something to happen, it probably won't happen." DBX is the upstart podcast with big dreams and big ambitions....because everybody knows...."Bigger is BETTER!
…
continue reading
Mainly focused and aimed at the young & upcoming generation (but is open and accepted to the older generation as well). Here we discuss serious issue that we face on a personal and global level. as well as sharing advice and tips that we ourselves here are learning currently on how to better ourselves, or lives, our goals and accomplish our dreams. We also one have segment where we just sit back relax and share our opinions and make jokes on random but sometimes funny things we notice in tod ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
45:48
What’s up DBDL fam! We’ve got a special episode lined up for you today. As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea
1:06:27
1:06:27
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:06:27
In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business. The Rea's had to take a few steps back before they could leap forward, but their e…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family
58:13
Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand. Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children. They realized that as entrepreneurs, we often invest …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA
1:22:21
1:22:21
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:22:21
Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners. Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the …
…
continue reading
Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage. The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese
1:00:56
1:00:56
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:00:56
Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group. This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture
1:07:06
1:07:06
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:07:06
Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks. Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta…
…
continue reading
Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral. Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process. But Eric’s journey to success only got off the ground because he decided to …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
069: Streamline Replay - Creating Unlimited Growth and Freedom in Your Business AND Life with Brad Johnson & Dave Zoller
42:13
Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. The episode got a lot of eng…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan
1:12:04
1:12:04
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:12:04
Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together. After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also alr…
…
continue reading
Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement. As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching n…
…
continue reading
Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other asp…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche
1:02:50
1:02:50
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:02:50
Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers
1:04:30
1:04:30
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:04:30
In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s e…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture
1:08:16
1:08:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:08:16
Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporat…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
1:07:45
1:07:45
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:07:45
Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars
1:19:59
1:19:59
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:19:59
This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renown…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico
1:25:54
1:25:54
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:25:54
Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football
59:23
In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation pro…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans
1:10:16
1:10:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:10:16
In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose
1:00:56
1:00:56
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:00:56
Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. …
…
continue reading
Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services. Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Mich…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
1:11:35
1:11:35
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:11:35
Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's exper…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
054: Robert Sofia - Taking Online Relationships to Real World Clients
1:00:16
1:00:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:00:16
Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. …
…
continue reading
Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall
1:14:36
1:14:36
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:14:36
Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design
58:07
Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strateg…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book
1:15:24
1:15:24
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:15:24
Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s aut…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
1:07:15
1:07:15
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:07:15
Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset. Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
1:15:05
1:15:05
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:15:05
Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm. As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
1:24:36
1:24:36
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:24:36
What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
1:01:16
1:01:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:01:16
Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
045: Triad Member Spotlights - Top Moments of 2023
1:31:17
1:31:17
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:31:17
What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
1:43:16
1:43:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:43:16
Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors. If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
1:01:33
1:01:33
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:01:33
Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
1:15:35
1:15:35
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:15:35
Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently. Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
1:23:11
1:23:11
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:23:11
Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing. For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a val…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
1:15:29
1:15:29
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:15:29
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives. In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous valu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
59:52
What’s up DBDL Fam! We’ve got an extra special episode lined up for you today. I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, …
…
continue reading
Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the expense of family, relationships, and life. But it doesn’t have to – and Jordan’s here to prove it. His new book, “Success is the Enemy” helps advisors examine their success, embrace their significance, an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
1:01:24
1:01:24
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:01:24
Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report. Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financ…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
1:36:33
1:36:33
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:36:33
Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets. In the years leading up to Michelle’s hiring in 2014, SHP was generating about $10M in annual new assets. Fast forward to 2022 and SHP was bringing in more than $250M in new assets, with roughly 32% of those assets comin…
…
continue reading
Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce. After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
1:14:01
1:14:01
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:14:01
In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-fir…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
033: Jason Khalipa - Elevating Your Mindset
1:14:11
1:14:11
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:14:11
Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa. As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence. After winning the CrossFit Games in 2008, Jason opene…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
032: Future Proof (Live) - Principles for Scaling Your Advisory Business with Brad Johnson, Kristin Shea & Clayton Alexander
48:31
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive ne…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
1:21:23
1:21:23
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:21:23
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships direc…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
1:13:07
1:13:07
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:13:07
Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You. After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely transformed his life. What …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
1:17:16
1:17:16
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:17:16
Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards. What was once seen as a hobby, has turned into an alternative asset class that serves a ~$15 billion market, expected to rise to $49 billion by 2032. In this…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
1:18:35
1:18:35
Відтворити пізніше
Відтворити пізніше
Списки
Подобається
Подобається
1:18:35
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group. In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk a…
…
continue reading